Markups

Overview

A line item markup is used to apply an additional charge to a line item.

Use cases include recouping tariffs, recovering equipment rental costs and any other use cases where you’d want to automatically and selectively increase the price of a line item based upon certain conditions like which product, which customer group, etc. 

Video Walkthrough

Create a Markup

Line item Markups can be managed through sales -> Markups

How to set up a Markup:

1. Choose markup by $ or %
2. Input the markup amount
3. Add Conditions (what to apply this to, who to apply this to)
4. Click "Create Markup"

The markup example below is a simple dollar type markup of $2 applied to only 12oz bags and the  ‘Cafe’ customer group. 

Conditional Rules

The conditional rules that determine which line items are eligible for a markup operate the same as discounts. The conditional rules allow you to target specific customers, products, variants and dates and combine conditions to meet your needs.  Read this article on discounts to understand the conditional rules. 

Markups and Discounts: Calculation Order

Markups are applied after all discounts are calculated. 

For example: A line item with a price of $18, a discount of 25% and a markup of $2

($18 * .75) + $2.00 = $15.50 

Wholesale Portal View

Portal customers can see markup adjustments and hover to see a tooltip with the source of the adjustment, in this case, a markup and the name of the markup. 

Order Invoice View

On the invoice view, the markup is shown with the name of the markup. 

The markup name is always displayed, however markups manually added to an order line item are not named but will still be displayed as an added cost. 

Order Invoice Editing

When editing an order, manual markups can be created even if no automatic markup is set.

The markup field can accept dollars and % based markups.